Investment Management

Tasik Financial Strategies takes an institutional approach to investing its clients assets. We look beyond the traditional asset classes one might see in a typical portfolio and seek to help our clients participate in up markets while reducing exposure to down markets. This strategy seeks to include assets with varying degress of correlation to the market.

Guided by your financial plan and a mutual understanding of your risk tolerance, we look to a small group of third party, instututional managers to implement broadly diversified investment strategies. We believe that these managers bring to bear significant portfolio management resources that are simply not available in retail investment vehicles.

Ultimately, we seek to earn a return on your savings and investments that will allow you to pursue the financial goals we have established. By understanding your comfort level with risk we seek to build portfolios that let your sleep at night.

We combine comprehensive financial planning with institutional investment management and on-going portfolio monitoring to guide you to informed decisions.